+55.9%
SOXL vs IT
-17.9%
+73.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.3% | -7.9% |
| 7D | -37.9% | -5.5% | -32.4% | -39.1% |
| 30D | -59.4% | +10.3% | -69.8% | -55.6% |
| 3M | -52.3% | +11.5% | -63.8% | -45.9% |
| 6M | -47.7% | +40.3% | -88.0% | -25.1% |
| YTD | +58.8% | -17.9% | +76.6% | +126.5% |
| 1Y | +55.9% | -8.8% | +64.7% | +112.7% |
| All | +55.9% | -17.9% | +73.8% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling